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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,389 | $157,296+55.4% | $141,191+73.1% | $152,897+59.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.99% | 64.34%-49.3pp | 71.41%-56.4pp | 345.43%-330.4pp |
| Employer contribution / active EE | $13,676 | $5,262+159.9% | $4,736+188.8% | $4,764+187.1% |
| Participant deferral / active EE | $11,783 | $7,111+65.7% | $6,710+75.6% | $5,851+101.4% |
| Admin fee / account holder | $11,777 | $12,125-2.9% | $10,264+14.7% | $11,599+1.5% |